Blue Bell Private Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Blue Bell Private Wealth Management’s Portfolio VHT Stock Details VHT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$448K	Sell	1,645 -5	-0.3%	-$1.43K	0.06%	179
2025 Q4	$475K	Hold	1,650	–	–	0.07%	164
2025 Q3	$428K	Sell	1,650 -569	-26%	-$143K	0.07%	168
2025 Q2	$551K	Buy	2,219 +1,305	+143%	+$323K	0.09%	130
2025 Q1	$242K	Hold	914	–	–	0.05%	195
2024 Q4	$232K	Hold	914	–	–	0.04%	195
2024 Q3	$258K	Hold	914	–	–	0.05%	191
2024 Q2	$243K	Hold	914	–	–	0.05%	177
2024 Q1	$247K	Hold	914	–	–	0.05%	164
2023 Q4	$229K	Hold	914	–	–	0.05%	151
2023 Q3	$215K	Hold	914	–	–	0.06%	135
2023 Q2	$224K	Hold	914	–	–	0.06%	129
2023 Q1	$218K	Hold	914	–	–	0.07%	118
2022 Q4	$227K	Hold	914	–	–	0.07%	104
2022 Q3	$204K	Hold	914	–	–	0.07%	104
2022 Q2	$215K	Sell	914 -73	-7%	-$17.6K	0.07%	98
2022 Q1	$251K	Hold	987	–	–	0.07%	97
2021 Q4	$263K	Buy	+987	New	+$252K	0.07%	92

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Blue Bell Private Wealth Management's VHT Position: Q1 2026 in Review

Blue Bell Private Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 0.3% in Q1 2026, selling an estimated $1.43K and leaving 1,645 shares worth $448K. The position accounts for 0.06% of the portfolio, ranked #179.

Blue Bell Private Wealth Management first reported a position in VHT in Q4 2021 and has held it in 18 quarters since. The position peaked at $551K in Q2 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Blue Bell Private Wealth Management held 1,645 shares of Vanguard Health Care ETF worth $448K as of Q1 2026.
Blue Bell Private Wealth Management sold 5 Vanguard Health Care ETF shares in Q1 2026, an estimated $1.43K.
Vanguard Health Care ETF made up 0.06% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #179 holding.
Blue Bell Private Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 18 quarters since.
Blue Bell Private Wealth Management's Vanguard Health Care ETF position peaked at $551K in Q2 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.